
WEALTH AND SUCCESION PLANNING
WEALTH AND
SUCCESSION PLANNING
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Wealth Planning
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Family Law and Succession
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Real Estate Law
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As we are aware of the importance of professionalized management of the wealth built up through generations, we offer a multidisciplinary analysis of diverse property situations, which also considers the relationships and aptitudes of the family members, to propose the best alternatives for protecting and reorganizing the family property, organizing succession through efficient tax planning supported by structures guaranteeing absolute legal certainty.
Our team has multidisciplinary experience and is well prepared to deal with the sensitivity and confidentiality involved in family wealth management, always intending to provide legal solutions that ensure the well-being of future generations. Within this scope of practice, we offer customized solutions involving:
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Analyzing the situation and proposing administrative and judicial measures to maintain the property in good standing, when any situation that could cause legal uncertainty is encountered;
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Tax and succession planning for individuals and family businesses, within a strict compliance policy, involving suggestions and implementation of structures to generate greater legal and tax efficiency and better asset protection and governance policies;
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Setting up companies and holding companies, contracting financial instruments, structuring investment vehicles and trust institutions;
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Preparing family protocols, prenuptial agreements, cohabiting and stable union contracts, wills and donations;
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Assistance in complying with regulatory practices and in setting up investment funds;
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Support in maintaining assets held abroad in good standing and in preparing and submitting tax obligations;
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Advice on real estate due diligence and drafting of leases and real estate negotiations and in general;
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Support in filing possessory and real estate measures, conducting probate processes (both judicial and administrative) and divorce proceedings.